A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
I’d like to suggest a feature for Pipedrive Campaigns: the ability to upload custom fonts.This feature would allow for greater personalization and ensure visual alignment of email campaigns with brand identities, making communication more consistent and impactful. Thanks Rita
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
As a : Project Manager I want to : be able to add some file from Google Workspace lije Google Docs) on the project management In order to : keep compatibility between Google Documents and Pipe Drive in project Management Note : having the possibility to add file from an hyperlink would be enough (or doing just like it is…
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